CBT Group Field Consultant's Workshop, Training, & Happy Hour

CBT Group Field Consultant's Workshop, Training, & Happy Hour

Transform your sales approach: help owners achieve their valuation and exit goals while making more money and selling more services.

By Ryan Tansom, Inc.

Date and time

Friday, June 14 · 8:30am - 3pm CDT

Location

676 Bielenberg Dr

676 Bielenberg Drive Woodbury, MN 55125

Agenda

8:00 AM - 8:30 AM

Light Breakfast & Drinks

CBT Group // Breakfast Host


Light breakfast and networking will start at 8:00. We'll have a hard start at 8:30 so please don't be late, even if you eat beforehand.

8:30 AM - 12:00 PM

Unlock Your Client's Potential: A Strategic Workshop for Advisors

Ryan Tansom


Ryan Tansom will take the Field Consultants through the Independence by Design Owner's Workshop so everyone can experience it. This will Field Consultants understand the value to owners and how it c...

12:00 PM - 12:45 PM

Lunch

CBT Group // Lunch Host


Lunch is sponsored by CBT Group

12:45 PM - 1:30 PM

How to Sell by Changing the Conversation and Value Proposition

Ryan Tansom

Corey Tansom


In this session, Ryan and Corey will demonstrate how each service, captive reinsurance, tax planning, wealth management, financing, business brokerage, commercial real estate, business consulting, an...

1:30 PM - 2:30 PM

Scaling Your Practice: Effective Go-To-Marketing Strategies

Corey Tansom

Ryan Tansom

Pat Mancuso

Jordan Doepke


In this session, you will hear from other field consultants and advisors about how they are scaling their practices. We'll leave room for Q&A and sharing what's working and not working. The goal is t...

2:30 PM - 4:00 PM

Networking and Happy Hour


Networking and happy hour are sponsored by CBT Group. Field Consultants will have an opportunity to get to know each other over drinks and snacks.

About this event

  • 6 hours 30 minutes

Redefining Your Relationship with the Business Owner:

This workshop provides field consultants with a holistic framework for working with business owners. This is possible by shifting the conversation away from "more revenue" to sustainable cash flow and an achievable valuation. You will be better prepared to talk with business owners about their fundamental desires: more freedom, cash flow, higher valuation, and how your services help them achieve their long-term goals.


Why Emphasize Equity Valuation to Business Owners?

A business transcends the sum of its sales; it embodies an ecosystem ripe with potential, driven by its operations, assets, and market presence. While essential, traditional success metrics like revenue and profit only paint a partial picture of a business's true value. This workshop advocates for a paradigm shift — guiding business owners to focus on immediate financial gains and building substantial equity valuation, ensuring a comprehensive approach to business growth and legacy building.


Workshop Experience: Shaping the Advisors of Tomorrow

Led by Ryan Tansom, a seasoned entrepreneur, speaker, and podcaster, this one-day immersive workshop enriches advisors with the knowledge and tools necessary to guide business owners effectively. Ryan's journey from revitalizing a family business to orchestrating an 8-figure sale exemplifies the profound impact of shifting focus from mere revenue generation to strategic equity valuation. With over 1,500 entrepreneurs and leaders having benefited from his insights, Ryan's workshop is a crucible for advisors aiming to align a company's growth with the personal wealth goals of business owners.


Understanding Business Valuations: Demystify the business valuation process and discover strategies to enhance your client's company worth.

Operational Independence: Acquire techniques to help business owners systematize operations, fostering growth without their constant involvement.

Financial Mastery: Dive deep into the financial metrics that drive strategic decisions and future growth, from cash flow to EBITDA.

Maximizing Company Value: Learn how to advise on growing a company’s equity valuation through sustainable, predictable cash flows.

Exploring Exit Strategies: Equip yourself with knowledge on various exit options to prepare business owners for any eventuality.

Equity Valuation Goals: Aid in setting realistic company value goals and developing strategies to achieve them.

Building a Team of Expert Advisors: Understand the composition of a stellar advisory team to support business growth and expansion.

From Theory to Practice: Engage with real-life case studies and interactive exercises to challenge and refine your advisory approach.


Empower Business Owners by Elevating Their Strategy: A Workshop for CBT Group Field Consultants

As an advisor, your role in guiding business owners toward personal and business success is crucial. Your advice helps shape the future of businesses, steering them towards sustainability, growth, and, ultimately, a lucrative exit. Recognizing the unique journey of each entrepreneur, filled with aspirations to run a successful business and create a meaningful legacy, we invite you to experience the transformative perspective of the CBT Group's Independence by Design Workshop.


More About the Facilitator, Ryan Tansom

Ryan Tansom’s expertise in transforming businesses is not just theoretical; it's carved out of his own triumphs and challenges. Having orchestrated the remarkable turnaround and subsequent multi-million dollar exit of his family's business, Ryan encapsulates the essence of a seasoned entrepreneur. He is the architect behind the Intentional Growth™ Academy, where he has strategically mentored over 500 business owners, propelling them toward intentional success. As the charismatic host of the Intentional Growth™ Podcast, Ryan regularly distills complex business concepts into digestible insights, with industry giants as guests. His credentials are further bolstered by his influential presence on prestigious platforms such as Vistage Worldwide and Entrepreneurs Organization, where he is revered for his actionable wisdom. Ryan’s hands-on experience with numerous transactions informs his comprehensive understanding of business valuation and strategy, making him an invaluable guide for owners seeking to enhance their company's worth and prepare for a prosperous exit. The Purpose-Driven Growth™ Workshop is a distillation of his vast experience, designed to elevate your business to its maximum potential, making Ryan Tansom the ideal catalyst for your business transformation.


Frequently asked questions

How is this workshop different than the Thursday owner's workshop?

Friday is just for Field Consultants. The morning will be the same material that the owners saw. That way, the Field consultants will get to experience the material. The afternoon is focused on how to use the material to scale your practice, sell more services, and change the game in the field.

If I attended the owners workshop with owners I invited, should I still come?

Even though the material in the morning will be the same, the conversations will be through the lens of what it means to you, the Field Consultant. You'll not only have the ability to learn more but do so from your perspective and what it means to you and your practice.

Has this workshop been done before?

Over 1,500 business owners and leaders have been through Ryan's material via the two-day boot camp, online training program, or the 3.5-hour workshop via a CEO Peer Group like Vistage, EO, CEO Nexus, and more. Ryan delivered this material as one of the top 10 Vistage speakers in 2023.

What is the dress attire?

Whatever makes you feel like the best version of your self.

What are the start and end times?

A light breakfast and drinks will start at 8:00, and there will be a hard start at 8:30. We will wrap up the content around 2:30 for networking and happy hour until 4:00.

Organized by

Free